A revision is a new version of an existing files. Revisions are typically created when:
- A file is updated with new information
- Errors are corrected
- A file is reissued for review or approval
All previous revisions are stored, ensuring a complete audit trail.
🖱️ How to Add a New Revision
Follow these steps to create a new revision:
- Open the Document
- Go to the Document Module
- Select the document you want to revise.
- Go to the Revision Tab
- Click the Revision tab inside the document view.
- Click "+ Revision"
- This opens the Revision Creation Panel.
- Fill Out Revision Info
| Field |
Description |
| Number |
The revision number (e.g., 1, 2, 3…) |
| Date |
When the revision is created |
| Responsible |
Person responsible for the revision process |
| Description |
Short explanation of what changed |
- Set the Revision Status
- Example statuses could include:
Draft, For Review, Approved, or Issued.
- Upload New Files
- Use the "Add Files" option to attach the updated documents.
- Click "Save and Close"
- The new revision is saved and becomes part of the document history.
📦 Example Revision Workflow
Here’s a simple example of how revisions might look:
| Revision | Status | Responsible | Description |
|---|
| 1 | Issued | Maria Sørensen | Initial release of electrical drawing. |
| 2 | For Review | Jonas Dahl | Added new circuit changes per project spec. |
| 3 | Approved | Lisa Hansen | Final version after review. |
🗑️ How to Delete a Revision
- Go to the Revision Tab
- Find the revision you want to delete
- Click the Delete (trash can icon)
- Confirm deletion in the popup
⚠️ Note: Deleting a revision might be blocked due to connected data. This is to ensure tracibillity.
❓ FAQ
Q: Can I edit a revision after it’s saved?
A: Yes.
Q: What happens to older revisions?
A: They are stored in the sam list for history and reference and cannot be overwritten.
Q: Do I need to upload a file for every revision?
A: Yes, if the content changes. If you are only changing status or description, file upload is optional.
Q: Who can create revisions?
A: Only users with Revision Write Access in the Document Access tab.
